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AllianceBernstein

275 hedge funds and large institutions have $535M invested in AllianceBernstein in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.96M

58% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 59

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.23% more ownership

Funds ownership: 12.42%12.65% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 276275 (-1)

5% less capital invested

Capital invested by funds: $562M → $535M (-$27M)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
93
Reduced
59
Closed
20
Calls
$14.4M
Puts
$4.96M
Net Calls
+$9.48M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
126
SEI Investments
Pennsylvania
$408K +$44.7K +1,116 +12%
NA
127
NewEdge Advisors
Louisiana
$405K +$292K +7,287 +221%
JIC
128
Johnson Investment Counsel
Ohio
$399K
PFS
129
Prospera Financial Services
Texas
$397K -$160K -3,993 -28%
FFA
130
Farther Finance Advisors
California
$392K -$49.9K -1,248 -11%
JIC
131
Joel Isaacson & Co
New York
$392K +$3K +75 +0.7%
IAN
132
Integrated Advisors Network
Texas
$392K -$8K -200 -2%
CCA
133
Cadent Capital Advisors
Oklahoma
$385K
NERM
134
New England Research & Management
Illinois
$378K
BA
135
Birinyi Associates
Connecticut
$369K -$23.9K -597 -6%
WWM
136
Western Wealth Management
Colorado
$367K +$200 +5 +0.1%
HPM
137
Hudson Portfolio Management
New York
$361K
MCFP
138
Mallini Complete Financial Planning
Florida
$357K +$374K +9,353 New
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$344K
FCH
140
Freestone Capital Holdings
Washington
$336K
STA
141
Summit Trail Advisors
New York
$335K
WIA
142
World Investment Advisors
California
$333K
IAA
143
Independent Advisor Alliance
North Carolina
$332K -$17.6K -440 -5%
ACA
144
Aptus Capital Advisors
Alabama
$331K -$34.6K -864 -9%
NAS
145
Nicolet Advisory Services
Wisconsin
$330K
Jones Financial Companies
146
Jones Financial Companies
Missouri
$326K +$57.3K +1,432 +20%
Cerity Partners
147
Cerity Partners
New York
$322K +$338K +8,433 New
SLC
148
Second Line Capital
Louisiana
$322K -$34.8K -869 -9%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$321K +$23.1K +576 +7%
MNBTD
150
Moody National Bank Trust Division
Texas
$320K -$1.36K -34 -0.4%

AB Hedge Fund Activity: Q3 2025 in Review

275 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2025, worth a combined $535M — down 4.8% from $562M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AB positions and 20 closed out — a net gain of 3 holders — while 93 added to existing stakes and 59 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $15.5M.

  • 275 institutional investors held AllianceBernstein (AB) as of Q3 2025, down from 276 in Q2 2025.
  • Funds reported $535M of AllianceBernstein stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 23 funds opened new AllianceBernstein positions in Q3 2025 and 20 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q3 2025 was Focus Partners Wealth, an estimated $12.4M added.
  • The largest AllianceBernstein seller in Q3 2025 was Fidelity Investments, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.